The Valerio Charitable Foundation
The Valerio Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GULF STREAM, FL. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $4.3M in total assets. In 2023, it awarded 1 grants totaling $42K. Net investment income was $158K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$4.3M
+2.7% YoY
Annual Giving
$42K
-19.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$42K
-19.2% YoY
Under IRS private-foundation payout rules, The Valerio Charitable Foundation reported a distributable amount of $239K for 2023 — the minimum it must pay out in qualifying distributions.
About The Valerio Charitable Foundation
Based on IRS filings
The Valerio Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GULF STREAM, FL. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $4.3M in total assets. In 2023, it awarded 1 grants totaling $42K. Net investment income was $158K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $4,341,447 | $4,227,984 | $4,138,653 |
| Revenue | $197,677 | $146,711 | $138,994 |
| Expenses | $82,177 | $57,380 | $192,690 |
| Qualifying Distributions | $41,768 | $51,677 | — |
| Net Investment Income | $158,289 | $141,008 | $136,054 |
| Distributable Amount | $239,125 | $214,839 | $214,908 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Various Religious Org ($41,768).
| Recipient | Purpose | Amount |
|---|---|---|
| VARIOUS RELIGIOUS ORG VARIOUS, MA | RELIGIOUS | $41,768 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAURA MACKINNON | TRUSTEE | — | — |
| HELEN VALERIO | OFFICER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Valerio Charitable Foundation?
The Valerio Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GULF STREAM, FL. It holds $4.3M in total assets as of 2023.
How large is The Valerio Charitable Foundation?
As of 2023, The Valerio Charitable Foundation holds $4.3M in total assets with $198K in annual revenue. It awarded 1 grants totaling $42K in 2023.
Where does The Valerio Charitable Foundation operate?
The Valerio Charitable Foundation has awarded grants in Massachusetts.
What size grants does The Valerio Charitable Foundation award?
In 2023, The Valerio Charitable Foundation awarded 1 grants totaling $42K — an average of about $42K per grant, based on its IRS Form 990 filings.
How much is The Valerio Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Valerio Charitable Foundation reported a distributable amount of $239K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Valerio Charitable Foundation's EIN?
The Valerio Charitable Foundation's EIN (Employer Identification Number) is 04-6903625. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in The Valerio Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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